Ask yourself (and your clients) these 3 questions:
1. Is real estate management impacting your lifestyle and quality of life?
2. Are capital gains taxes holding you back from pursuing a sale?
3. What is the Opportunity Cost of waiting?
Lunch is included. Don't miss out!
Tommy J. Thompson is a Vice President, Southeast and Licensed Financial Representative with Fortitude Investment Group. Tommy offers his knowledge and experience from collaborations with investors, real estate professionals, engineers, architects, construction management teams & finance professionals through his professional career to provide a unique perspective on a variety of situations. He offers investors the opportunity to potentially benefit from a passive investment in institutional real estate (1031 Exchanges) through DST (Delaware Statutory Trust) and TIC (Tenants in Common) investments. Check Tommy’s background on FINRA’s BrokerCheck.
With over 24 years of experience in commercial real estate investments, Rob serves as co-president and chief investment officer of HPA Exchange, and has served as a senior executive within the leadership team of its affiliate company, Healthcare Property Advisors (HPA) since 2016. Lee leads the firm’s efforts in strategy across acquisitions, dispositions, capital formation and transaction structuring.
Alex is a Senior Account Executive with Accruit, one of the nation’s leading Qualified Intermediaries. With a deep expertise in real estate tax deferral strategies, including 1031Exchanges and real estate partnerships through Self-Directed IRAs, Alex has guided hundreds of clients across the country through successful tax deferral transactions. He is passionate about empowering clients with comprehensive and personalized service to optimize the 1031 Exchange process.
Stephen Carlton is a Partner and Co-Founder of Starboard Realty Advisors, LLC, and Starboard Management Services LLC. With over two decades of industry experience, he is a driving force behind the company’s equity raising, strategic development, asset management, and development initiatives. Mr. Carlton has demonstrated exceptional expertise in managing and developing retail and multifamily properties, having overseen more than $1 billion in acquisitions and $400 million in equity offerings.
This is for informational purposes only and is not an offer to buy/sell an investment. Pictures used are for illustration purposes only and are not current offerings. Future offerings will vary and may change at any time. The companies depicted in the photographs and listed herein may have proprietary interests in their names and trademarks. Nothing herein shall be considered an endorsement, recommendation, or offer to purchase by Fortitude Investment Group, CIS, CAM and CIA, or the investment vehicles they may offer of such depicted companies. Further, none of the companies are affiliated with Fortitude Investment Group, CIS, CAM and CIA in any manner. Concorde Investment Services, LLC 19500 Victor Parkway, Suite 550, Livonia, MI 48152.
Securities offered through Concorde Investment Services, LLC (CIS), member FINRA/SIPC. Advisory services offered through Concorde Asset Management, LLC (CAM), an SEC registered investment adviser. Insurance products offered through Concorde Insurance Agency, Inc. (CIA) Fortitude Investment Group is independent of CIS, CAM, and CIA, all of whom are unaffiliated with third-party sites, cannot verify the accuracy of, nor assume responsibility for any content of linked third-party sites. Information available on third-party sites is for informational purposes only.
To access Concorde's Form Customer Relationship Summary (CRS), please click here.
DST Investments | 1031 Exchange Options – Fortitude Investment Group © 2025. Privacy Policy